MERRIMAN WEALTH MANAGEMENT, LLC

MERRIMAN WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 166580). Regulatory assets under management: $3.6B.

Registration

• CRD: 166580
• SEC file number: 801-77544
• Type: Registered investment adviser
• Location: 920 FIFTH AVENUE, SUITE 2720, SEATTLE, WA, 98104
• Phone: 800-423-4893
• Latest filing: 2024-04-24
• Regulatory AUM: $3.6B
• Discretionary AUM: $3.6B
• Clients: 55
• Accounts: 2,370

Officers, owners & control persons (7)

Private funds (1)

Fund service providers (1)

• administrator: ALPS, A DST COMPANY

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 166580 on SEC IAPD (source of record)
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